SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
-$89.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$3.99M
3
+$3.05M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$2.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.02M

Top Sells

1
+$2.07M
2
+$1.42M
3
+$1.36M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.33M
5
FSLR icon
First Solar
FSLR
+$1.26M

Sector Composition

1 Technology 14.69%
2 Healthcare 10.49%
3 Financials 8.89%
4 Consumer Discretionary 6.8%
5 Consumer Staples 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$74K ﹤0.01%
2,700
-300
452
$74K ﹤0.01%
152
-28
453
$74K ﹤0.01%
908
+100
454
$74K ﹤0.01%
3,172
-500
455
$73K ﹤0.01%
1,458
+150
456
$73K ﹤0.01%
770
+250
457
$72K ﹤0.01%
3,784
458
$71K ﹤0.01%
1,899
459
$70K ﹤0.01%
830
460
$69K ﹤0.01%
860
461
$69K ﹤0.01%
1,196
462
$68K ﹤0.01%
1,660
463
$68K ﹤0.01%
639
+141
464
$68K ﹤0.01%
536
+7
465
$65K ﹤0.01%
1,000
466
$65K ﹤0.01%
976
467
$65K ﹤0.01%
78
468
$64K ﹤0.01%
2,660
-350
469
$64K ﹤0.01%
3,175
-500
470
$64K ﹤0.01%
569
471
$64K ﹤0.01%
838
+8
472
$64K ﹤0.01%
1,168
+80
473
$63K ﹤0.01%
1,720
+270
474
$63K ﹤0.01%
367
-65
475
$63K ﹤0.01%
2,250
17 18
19
20 21